Wealth Plan Partners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 9,650 shares of SCHI stock, worth $217,318. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,650
Previous 10,205 5.44%
Holding current value
$217,318
Previous $450 Million 1.02%
% of portfolio
0.06%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$43.73 - $46.29 $24,270 - $25,690
-555 Reduced 5.44%
9,650 $445 Million
Q2 2024

Aug 09, 2024
SELL
$43.11 - $44.42 $68,889 - $70,983
-1,598 Reduced 13.54%
10,205 $450 Million
Q1 2024

May 07, 2024
SELL
$43.87 - $44.99 $433,830 - $444,906
-9,889 Reduced 45.59%
11,803 $525 Million
Q4 2023

Jan 05, 2024
BUY
$40.96 - $45.17 $114,810 - $126,611
2,803 Added 14.84%
21,692 $975 Million
Q3 2023

Nov 01, 2023
BUY
$42.12 - $44.19 $397,907 - $417,462
9,447 Added 100.05%
18,889 $797 Million
Q2 2023

Jul 31, 2023
BUY
$43.63 - $45.06 $403,315 - $416,534
9,244 Added 4668.69%
9,442 $416 Million
Q1 2023

May 10, 2023
BUY
$42.99 - $45.29 $8,512 - $8,967
198 New
198 $8.84 Million
Q2 2021

Aug 19, 2021
SELL
$51.28 - $52.56 $413,573 - $423,896
-8,065 Closed
0 $0
Q1 2021

May 11, 2021
SELL
$51.17 - $53.57 $47,792 - $50,034
-934 Reduced 10.38%
8,065 $418,000
Q4 2020

Feb 09, 2021
BUY
$52.55 - $53.65 $472,897 - $482,796
8,999 New
8,999 $479,000

Others Institutions Holding SCHI

# of Institutions
196
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email